Thrivent Financial For Lutherans Portfolio Stock Holdings
Thrivent Financial For Lutherans disclosed 2522 stock positions valued at approximately $52.5 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 2522
- Portfolio Value
- $52.5M
Holdings by Sector
Thrivent Financial For Lutherans Portfolio Holdings in Q1 2026
2359 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 3.36% | 10,119,593 | -1,654,815 | -14.05% | $1,764,831 |
| MICROSOFT CORP | MSFT | Technology | 2.54% | 3,607,045 | -410,428 | -10.22% | $1,335,124 |
| APPLE INC | AAPL | Technology | 2.44% | 5,055,463 | -539,729 | -9.65% | $1,282,697 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.33% | 5,865,847 | -33,220 | -0.56% | $1,221,611 |
| ALPHABET INC | GOOG | Communication Services | 1.52% | 2,782,587 | -360,290 | -11.46% | $798,184 |
| META PLATFORMS INC | META | Communication Services | 1.51% | 1,385,345 | -76,585 | -5.24% | $792,523 |
| ALPHABET INC | GOOGL | Communication Services | 1.41% | 2,570,926 | -134,064 | -4.96% | $739,198 |
| BROADCOM INC | AVGO | Technology | 1.28% | 2,168,499 | -61,983 | -2.78% | $671,119 |
| ISHARES TR | IVV | Other | 1.20% | 963,214 | +36,083 | +3.89% | $627,649 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.01% | 1,800,110 | +6,628 | +0.37% | $529,472 |
| TESLA INC | TSLA | Consumer Cyclical | 0.96% | 1,352,570 | -29,948 | -2.17% | $502,818 |
| EXXON MOBIL CORP | XOM | Energy | 0.88% | 2,715,349 | +136,230 | +5.28% | $460,695 |
| ELI LILLY & CO | LLY | Healthcare | 0.82% | 468,846 | +3,836 | +0.82% | $431,211 |
| NETFLIX INC. | NFLX | Communication Services | 0.77% | 4,226,521 | +580,973 | +15.94% | $406,366 |
| CATERPILLAR INC | CAT | Industrials | 0.69% | 512,252 | -44,950 | -8.07% | $362,903 |
| TAIWAN SEMICONDUCTOR MANUFA | TSM | Technology | 0.69% | 1,070,641 | -143,778 | -11.84% | $361,697 |
| VISA INC | V | Financial Services | 0.69% | 1,189,873 | -475,580 | -28.56% | $359,620 |
| STATE STR SPDR S&P 500 ETF | SPY | Other | 0.68% | 546,290 | +1,692 | +0.31% | $355,273 |
| MORGAN STANLEY | MS | Financial Services | 0.62% | 1,977,078 | +570,583 | +40.57% | $325,344 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.61% | 1,305,102 | -263,842 | -16.82% | $319,012 |
| WELLS FARGO & CO | WFC | Financial Services | 0.58% | 3,830,394 | -271,404 | -6.62% | $304,923 |
| LAM RESEARCH CORP | LRCX | Other | 0.56% | 1,383,950 | +1,075,016 | +347.98% | $295,652 |
| FASTENAL CO | FAST | Industrials | 0.55% | 6,228,060 | -592,112 | -8.68% | $288,982 |
| BANK AMERICA CORP | BAC | Financial Services | 0.55% | 5,884,467 | +118,048 | +2.05% | $286,856 |
| WALMART INC | WMT | Consumer Defensive | 0.55% | 2,302,299 | -477,260 | -17.17% | $286,126 |
| MERCK & CO INC | MRK | Healthcare | 0.54% | 2,351,669 | -55,723 | -2.31% | $282,875 |
| VANGUARD INDEX FDS | VOO | Other | 0.52% | 456,194 | +10,974 | +2.46% | $272,210 |
| CONOCOPHILLIPS | COP | Energy | 0.50% | 1,998,271 | -116,880 | -5.53% | $263,773 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.48% | 893,079 | +508,363 | +132.14% | $249,396 |
| GE AEROSPACE | GE | Industrials | 0.47% | 878,308 | +706,217 | +410.37% | $249,215 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.46% | 1,633,363 | +423,428 | +35.00% | $238,919 |
| CISCO SYS INC | CSCO | Technology | 0.44% | 3,002,238 | +50,580 | +1.71% | $232,940 |
| ISHARES TR | USHY | Other | 0.44% | 6,215,055 | -121,038 | -1.91% | $228,963 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.43% | 251,151 | +6,604 | +2.70% | $224,837 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.43% | 2,381,381 | -233,206 | -8.92% | $223,800 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.41% | 472,047 | +53,200 | +12.70% | $217,606 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 658,759 | +120,795 | +22.45% | $216,654 |
| DEVON ENERGY CORP NEW | DVN | Energy | 0.40% | 4,215,252 | -454,234 | -9.73% | $212,111 |
| ENTERGY CORP NEW | ETR | Utilities | 0.39% | 1,810,352 | -298,651 | -14.16% | $203,412 |
| INTERNATIONAL BUSINESS MACH | IBM | Technology | 0.38% | 830,191 | +100,183 | +13.72% | $201,226 |
| ARISTA NETWORKS INC | ANET | Other | 0.37% | 1,561,062 | +1,124,103 | +257.26% | $191,658 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.36% | 1,040,275 | +12,633 | +1.23% | $189,775 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.36% | 701,638 | +124,611 | +21.60% | $187,204 |
| HALLIBURTON CO | HAL | Energy | 0.36% | 4,789,962 | +1,875,742 | +64.37% | $186,760 |
| EMCOR GROUP INC | EME | Industrials | 0.35% | 247,287 | +133,725 | +117.76% | $182,574 |
| QUALCOMM INC | QCOM | Technology | 0.34% | 1,386,312 | +137,927 | +11.05% | $178,526 |
| DELTA AIR LINES INC | DAL | Industrials | 0.34% | 2,677,038 | +35,045 | +1.33% | $177,967 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 369,189 | +3,777 | +1.03% | $176,912 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.33% | 1,337,999 | +20,565 | +1.56% | $175,198 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.33% | 4,588,523 | +78,487 | +1.74% | $173,629 |
| TD SYNNEX CORPORATION | SNX | Technology | 0.33% | 1,020,880 | +19,938 | +1.99% | $172,233 |
| HONEYWELL INTL INC | HON | Industrials | 0.33% | 761,631 | +12,033 | +1.61% | $172,149 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.33% | 567,857 | +47,362 | +9.10% | $171,762 |
| CSX CORP | CSX | Industrials | 0.32% | 4,105,291 | -803,243 | -16.36% | $168,519 |
| AMGEN INC | AMGN | Healthcare | 0.32% | 469,965 | -76,072 | -13.93% | $165,355 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.31% | 2,289,190 | +785,366 | +52.22% | $164,656 |
| ISHARES TR | IVW | Other | 0.31% | 1,468,118 | +82,481 | +5.95% | $164,613 |
| DANAHER CORP DEL | DHR | Healthcare | 0.31% | 868,125 | -32,163 | -3.57% | $164,586 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 0.31% | 901,418 | -64,478 | -6.68% | $162,253 |
| CF INDUSTRIES HOLD | CF | Basic Materials | 0.30% | 1,231,750 | -478,360 | -27.97% | $159,931 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.30% | 674,543 | +94,616 | +16.32% | $159,379 |
| EATON CORP PLC | ETN | Other | 0.30% | 435,761 | +338,011 | +345.79% | $155,838 |
| THE CIGNA GROUP | CI | Healthcare | 0.30% | 582,313 | +128,636 | +28.35% | $155,332 |
| OLD REP INTL CORP | ORI | Financial Services | 0.29% | 3,875,242 | -73,860 | -1.87% | $154,622 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.29% | 752,136 | +20,530 | +2.81% | $152,999 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 263,028 | +67,526 | +34.54% | $151,812 |
| ONTO INNOVATION INC | ONTO | Technology | 0.29% | 739,292 | -221,619 | -23.06% | $151,607 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.29% | 438,486 | +11,259 | +2.64% | $151,338 |
| SHOPIFY INC | SHOP | Technology | 0.29% | 1,267,968 | +119,709 | +10.43% | $150,404 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.28% | 486,494 | +316,021 | +185.38% | $147,932 |
| NUCOR CORP | NUE | Basic Materials | 0.28% | 870,832 | -165,831 | -16.00% | $147,258 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.27% | 2,068,423 | +335,346 | +19.35% | $143,332 |
| SERVICENOW INC | NOW | Technology | 0.27% | 1,369,484 | -126,222 | -8.44% | $143,180 |
| CROWN CASTLE INC | CCI | Real Estate | 0.27% | 1,756,472 | +323,858 | +22.61% | $142,818 |
| FLOWSERVE CORP | FLS | Industrials | 0.27% | 1,941,409 | -86,273 | -4.25% | $142,712 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.27% | 1,192,549 | +58,481 | +5.16% | $141,472 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.26% | 972,007 | -7,026 | -0.72% | $135,453 |
| INTERCONTINENTAL EXCHANGE I | ICE | Financial Services | 0.26% | 861,179 | +95,377 | +12.45% | $135,447 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.26% | 586,976 | -4,405 | -0.74% | $135,273 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.26% | 2,950,270 | -246,571 | -7.71% | $134,592 |
| ISHARES TR | IBB | Other | 0.25% | 772,812 | +549,780 | +246.50% | $130,490 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.25% | 376,528 | +14,105 | +3.89% | $129,231 |
| SYSCO CORP | SYY | Consumer Defensive | 0.24% | 1,792,916 | +16,546 | +0.93% | $127,889 |
| FABRINET | FN | Other | 0.24% | 242,974 | +50,307 | +26.11% | $126,716 |
| ARCH CAP GROUP LTD | G0450A105 | Other | 0.24% | 1,314,694 | -284,706 | -17.80% | $126,197 |
| FIRST INDL RLTY TR INC | FR | Real Estate | 0.24% | 2,151,234 | +7,775 | +0.36% | $124,449 |
| SPDR SERIES TRUST | JNK | Other | 0.24% | 1,299,558 | +2,067 | +0.16% | $124,394 |
| HEXCEL CORP NEW | HXL | Industrials | 0.23% | 1,499,947 | +22,158 | +1.50% | $121,391 |
| VISTRA CORP | VST | Utilities | 0.23% | 806,708 | +230,763 | +40.07% | $121,273 |
| M & T BK CORP | MTB | Financial Services | 0.23% | 574,660 | -49,790 | -7.97% | $118,794 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.23% | 1,080,350 | -443,746 | -29.12% | $118,601 |
| QUANTA SVCS INC | PWR | Industrials | 0.23% | 215,916 | +511 | +0.24% | $118,540 |
| WYNN RESORTS LTD | WYNN | Consumer Cyclical | 0.22% | 1,133,532 | +331,097 | +41.26% | $115,110 |
| ALLY FINL INC | ALLY | Financial Services | 0.22% | 2,924,659 | -942,364 | -24.37% | $114,734 |
| NOKIA CORP | NOK | Technology | 0.22% | 14,113,712 | -375,993 | -2.59% | $113,474 |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 0.22% | 1,252,795 | +15,686 | +1.27% | $113,277 |
| VANGUARD INDEX FDS | VB | Other | 0.22% | 430,929 | -6,217 | -1.42% | $112,867 |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 0.21% | 4,223,965 | +62,807 | +1.51% | $111,217 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 0.21% | 231,492 | +106,230 | +84.81% | $111,160 |
| WYNDHAM HOTELS & RESORTS IN | WH | Consumer Cyclical | 0.21% | 1,355,540 | +349,740 | +34.77% | $110,111 |